See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,775 | $78,705-29.1% | $117,854-52.7% | $70,131-20.5% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 17.01% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,840 | $3,297-44.2% | $4,482-58.9% | $3,332-44.8% |
| Admin fee / account holder | $364 | $5,065-92.8% | $8,020-95.5% | $4,645-92.2% |